Financial Advocates Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,124
| Closed | -$368K | – | 785 |
|
|
2025
Q1 | $368K | Sell |
5,124
-1,174
| -19% | -$88.1K | 0.03% | 504 |
|
|
2024
Q4 | $442K | Buy |
6,298
+46
| +0.7% | +$3.14K | 0.03% | 491 |
|
|
2024
Q3 | $353K | Sell |
6,252
-95
| -1% | -$5.37K | 0.02% | 558 |
|
|
2024
Q2 | $377K | Buy |
6,347
+408
| +7% | +$24.1K | 0.02% | 514 |
|
|
2024
Q1 | $344K | Sell |
5,939
-536
| -8% | -$28K | 0.02% | 544 |
|
|
2023
Q4 | $319K | Buy |
6,475
+1,297
| +25% | +$56K | 0.02% | 538 |
|
|
2023
Q3 | $212K | Sell |
5,178
-252
| -5% | -$10.9K | 0.02% | 640 |
|
|
2023
Q2 | $232K | Sell |
5,430
-161
| -3% | -$6.48K | 0.02% | 599 |
|
|
2023
Q1 | $209K | Buy |
5,591
+93
| +2% | +$4.05K | 0.02% | 675 |
|
|
2022
Q4 | $227K | Sell |
5,498
-478
| -8% | -$21.2K | 0.02% | 640 |
|
|
2022
Q3 | $275K | Buy |
5,976
+156
| +3% | +$6.7K | 0.02% | 577 |
|
|
2022
Q2 | $228K | Sell |
5,820
-34,002
| -85% | -$1.49M | 0.02% | 580 |
|
|
2022
Q1 | $1.93M | Buy |
39,822
+28,555
| +253% | +$1.53M | 0.13% | 198 |
|
|
2021
Q4 | $541K | Buy |
11,267
+136
| +1% | +$6.7K | 0.03% | 466 |
|
|
2021
Q3 | $517K | Buy |
11,131
+1,923
| +21% | +$89K | 0.03% | 467 |
|
|
2021
Q2 | $417K | Sell |
9,208
-929
| -9% | -$41.5K | 0.03% | 521 |
|
|
2021
Q1 | $426K | Sell |
10,137
-643
| -6% | -$22.8K | 0.03% | 519 |
|
|
2020
Q4 | $325K | Buy |
10,780
+1,749
| +19% | +$45.3K | 0.02% | 545 |
|
|
2020
Q3 | $213K | Sell |
9,031
-9,367
| -51% | -$231K | 0.02% | 567 |
|
|
2020
Q2 | $471K | Buy |
18,398
+6,605
| +56% | +$181K | 0.04% | 371 |
|
|
2020
Q1 | $338K | Sell |
11,793
-732
| -6% | -$31.1K | 0.05% | 335 |
|
|
2019
Q4 | $674K | Sell |
12,525
-502
| -4% | -$26.3K | 0.07% | 265 |
|
|
2019
Q3 | $657K | Sell |
13,027
-1,210
| -8% | -$57K | 0.08% | 247 |
|
|
2019
Q2 | $674K | Sell |
14,237
-5,803
| -29% | -$271K | 0.08% | 227 |
|
|
2019
Q1 | $969K | Sell |
20,040
-1,841
| -8% | -$90.5K | 0.12% | 185 |
|
|
2018
Q4 | $1.01M | Sell |
21,881
-11,434
| -34% | -$586K | 0.14% | 167 |
|
|
2018
Q3 | $1.75M | Sell |
33,315
-1,442
| -4% | -$82.3K | 0.2% | 122 |
|
|
2018
Q2 | $1.96M | Buy |
34,757
+1,740
| +5% | +$93.2K | 0.24% | 103 |
|
|
2018
Q1 | $1.73M | Buy |
33,017
+1,708
| +5% | +$101K | 0.23% | 100 |
|
|
2017
Q4 | $1.9M | Buy |
+31,309
| New | +$1.77M | 0.26% | 89 |
|
Other funds holding WFC
Financial Advocates Investment Management's WFC Position: Q2 2025 in Review
Financial Advocates Investment Management sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 5,124 shares — an estimated $368K sold.
Financial Advocates Investment Management first reported a position in WFC in Q4 2017 and held it in 30 quarters. The position peaked at $1.96M in Q2 2018. 2,628 funds tracked by Wall St. Rank hold WFC as of Q2 2025.
- Financial Advocates Investment Management reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 5,124 Wells Fargo shares in Q2 2025, an estimated $368K.
- Financial Advocates Investment Management first reported a position in Wells Fargo in Q4 2017 and held it in 30 quarters.
- Financial Advocates Investment Management's Wells Fargo position peaked at $1.96M in Q2 2018.
- 2,628 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.
Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.